PepsiCo Inc
PEP- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0000077476
In the last 90 days, PepsiCo Inc insiders filed 0 open-market purchases and 1 sale; 3,421 institutions reported holding it in 13F filings for Q2 2026, worth $146.5B in total; 5 superinvestors hold it, including Elliott Investment Management and Lindsell Train.
13F holders, Q2 2024
Institutional positions in PepsiCo Inc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,330
- +10 vs. Q1 2024
- Shares held
- 1.01B
- +11.7M (+1.2%) vs. Q1 2024
- Total value
- $167.0B
- −$8.16B (−4.7%) vs. Q1 2024
- New holders
- 165
- 1,463 more added
- Sold out
- 155
- 1,334 more reduced
50 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,421 | $146.5B |
| Q1 2026 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $166.6B |
| Q4 2021 | 3,040 | $174.1B |
| Q3 2021 | 2,741 | $149.8B |
| Q2 2021 | 2,760 | $146.7B |
| Q1 2021 | 2,719 | $139.8B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Schnieders Capital Management LLC | 34,539 | $5.70M | 1.15% | −235−0.7% | Reduced |
| New Hampshire Trust | 34,574 | $5.70M | 1.30% | −59−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 34,602 | $5.71M | 0.10% | +34,602 | New |
| Pacific Global Investment Management CO | 34,653 | $5.72M | 1.09% | −797−2.2% | Reduced |
| Motco | 34,688 | $5.72M | 0.34% | +118+0.3% | Added |
| Ayrshire Capital Management LLC | 34,725 | $5.73M | 2.92% | +1,300+3.9% | Added |
| Ossiam | 34,811 | $5.74M | 0.11% | −207,316−85.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 34,896 | $5.76M | 0.28% | +1,412+4.2% | Added |
| NorthRock Partners, LLC | 34,900 | $5.76M | 0.22% | +301+0.9% | Added |
| Beacon Investment Advisory Services, Inc. | 34,951 | $5.76M | 0.25% | −1,140−3.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,954 | $5.76M | 1.41% | −30−0.1% | Reduced |
| Sigma Planning Corp | 34,967 | $5.77M | 0.18% | −1,643−4.5% | Reduced |
| Trustmark National Bank Trust Department | 34,989 | $5.77M | 0.46% | −268−0.8% | Reduced |
| Concentric Wealth Management, LLC | 35,048 | $5.78M | 1.51% | +545+1.6% | Added |
| First Personal Financial Services | 35,249 | $5.81M | 1.31% | +86+0.2% | Added |
| Addison Capital Co | 35,309 | $5.82M | 2.53% | +1,682+5.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 35,325 | $5.83M | 0.69% | +10,868+44.4% | Added |
| Claar Advisors LLC | 35,340 | $5.83M | 1.87% | +29,340+489.0% | Added |
| Fort Point Capital Partners LLC | 35,341 | $5.83M | 0.75% | +29+0.1% | Added |
| Private Wealth Partners, LLC | 35,390 | $5.84M | 0.44% | −447−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 35,422 | $5.84M | 0.15% | −16,592−31.9% | Reduced |
| Costello Asset Management, INC | 35,427 | $5.84M | 4.36% | −1,418−3.8% | Reduced |
| Hills Bank & Trust Co | 35,533 | $5.86M | 0.47% | −230−0.6% | Reduced |
| Colonial Trust Co | 35,595 | $5.87M | 1.03% | +1,464+4.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 35,796 | $5.90M | 0.60% | +34+0.1% | Added |
| Wallington Asset Management, LLC | 35,839 | $5.91M | 0.90% | −42,816−54.4% | Reduced |
| DLK Investment Management, LLC | 35,994 | $5.94M | 2.45% | +1,044+3.0% | Added |
| Eastover Investment Advisors LLC | 36,355 | $5.95M | 2.84% | +561+1.6% | Added |
| South Dakota Investment Council | 36,179 | $5.97M | 0.12% | −39−0.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 36,536 | $6.03M | 1.33% | −1,634−4.3% | Reduced |
| NTV Asset Management LLC | 36,586 | $6.03M | 0.86% | −656−1.8% | Reduced |
| Windle Wealth, LLC | 36,819 | $6.07M | 3.70% | +1,115+3.1% | Added |
| Skba Capital Management LLC | 36,820 | $6.07M | 0.97% | −125−0.3% | Reduced |
| Stablepoint Partners, LLC | 35,339 | $6.12M | 1.19% | +2,847+8.8% | Added |
| Baker Ellis Asset Management LLC | 37,128 | $6.12M | 0.92% | +745+2.0% | Added |
| Albion Financial Group | 37,574 | $6.20M | 0.47% | +64+0.2% | Added |
| Bridge Creek Capital Management LLC | 37,658 | $6.21M | 2.00% | +465+1.3% | Added |
| Tradewinds, LLC. | 37,785 | $6.23M | 1.92% | +37,785 | New |
| Close Asset Management Ltd | 37,783 | $6.23M | 0.21% | −2,805−6.9% | Reduced |
| Grassi Investment Management | 37,800 | $6.23M | 0.55% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 37,808 | $6.24M | 1.26% | −14,142−27.2% | Reduced |
| Destination Wealth Management | 37,840 | $6.24M | 0.21% | +153+0.4% | Added |
| Citizens National Bank Trust Department | 37,876 | $6.25M | 1.39% | +275+0.7% | Added |
| Longbow Finance SA | 38,038 | $6.27M | 0.65% | −2,129−5.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 38,131 | $6.29M | 0.47% | −1,561−3.9% | Reduced |
| Integrated Advisors Network LLC | 38,183 | $6.30M | 0.32% | +17,593+85.4% | Added |
| Howland Capital Management LLC | 38,238 | $6.31M | 0.30% | −491−1.3% | Reduced |
| Asset Management Group, Inc. | 38,268 | $6.31M | 1.18% | +2,653+7.4% | Added |
| Buckhead Capital Management LLC | 38,328 | $6.32M | 2.14% | +1,520+4.1% | Added |
| Raab & Moskowitz Asset Management LLC | 38,329 | $6.32M | 1.72% | +940+2.5% | Added |
| Coston, McIsaac & Partners | 38,476 | $6.34M | 2.00% | +822+2.2% | Added |
| NewSquare Capital LLC | 39,098 | $6.36M | 0.55% | +1,497+4.0% | Added |
| Cullen Investment Group, Ltd. | 38,588 | $6.36M | 1.01% | −3,642−8.6% | Reduced |
| Lountzis Asset Management, LLC | 38,633 | $6.37M | 2.98% | −94−0.2% | Reduced |
| Ibex Wealth Advisors | 38,749 | $6.39M | 1.00% | −9,335−19.4% | Reduced |
| Roundview Capital LLC | 38,764 | $6.39M | 0.50% | −3,316−7.9% | Reduced |
| Trexquant Investment LP | 38,842 | $6.41M | 0.10% | −66,466−63.1% | Reduced |
| Valicenti Advisory Services Inc | 39,038 | $6.44M | 1.73% | +1,531+4.1% | Added |
| Boston Financial Mangement LLC | 39,063 | $6.44M | 0.21% | +218+0.6% | Added |
| Capital Investment Advisors, LLC | 39,088 | $6.45M | 0.15% | +1,059+2.8% | Added |
| RNC Capital Management LLC | 39,099 | $6.45M | 0.36% | +3,276+9.1% | Added |
| FIL Ltd | 39,146 | $6.46M | 0.01% | −10,143−20.6% | Reduced |
| Intrust Bank NA | 39,425 | $6.50M | 0.69% | −344−0.9% | Reduced |
| Sage Capital Advisors,llc | 39,474 | $6.51M | 1.87% | +355+0.9% | Added |
| Caldwell Trust Co | 39,549 | $6.52M | 0.72% | +146+0.4% | Added |
| Perigon Wealth Management, LLC | 39,608 | $6.53M | 0.19% | −5,930−13.0% | Reduced |
| American Assets Investment Management, LLC | 39,800 | $6.56M | 0.61% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 40,007 | $6.60M | 0.19% | −65,776−62.2% | Reduced |
| Banque Cantonale Vaudoise | 40,120 | $6.62M | 0.26% | +3,412+9.3% | Added |
| Bleakley Financial Group, LLC | 40,195 | $6.63M | 0.19% | +1,285+3.3% | Added |
| Brady Family Wealth, LLC | 40,227 | $6.63M | 2.14% | +433+1.1% | Added |
| AMG National Trust Bank | 40,277 | $6.64M | 0.18% | +6,813+20.4% | Added |
| Savoir Faire Capital Management, L.P. | 40,357 | $6.66M | 2.59% | −6,705−14.2% | Reduced |
| Lafayette Investments, Inc. | 40,360 | $6.66M | 1.51% | +190+0.5% | Added |
| Woodmont Investment Counsel LLC | 40,395 | $6.66M | 0.54% | −2,019−4.8% | Reduced |
| Investment House LLC | 40,465 | $6.67M | 0.38% | +945+2.4% | Added |
| Pine Valley Investments Ltd Liability Co | 40,592 | $6.69M | 0.50% | −329−0.8% | Reduced |
| Bowen Hanes & Co Inc | 40,615 | $6.70M | 0.19% | −4,665−10.3% | Reduced |
| Van Strum & Towne Inc. | 40,621 | $6.70M | 2.43% | −70−0.2% | Reduced |
| Whitener Capital Management, Inc. | 40,656 | $6.71M | 2.03% | +2,123+5.5% | Added |
| FRG Family Wealth Advisors LLC | 39,121 | $6.75M | 1.31% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 40,938 | $6.75M | 3.32% | +530+1.3% | Added |
| Wetherby Asset Management Inc | 40,965 | $6.76M | 0.32% | −7,195−14.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 41,021 | $6.77M | 0.37% | −4,162−9.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 41,270 | $6.81M | 0.43% | +409+1.0% | Added |
| Harvest Fund Management Co., Ltd | 41,600 | $6.86M | 0.50% | +926+2.3% | Added |
| First National Bank & Trust Co of Newtown | 41,773 | $6.89M | 1.40% | −1,459−3.4% | Reduced |
| Independent Financial Group, LLC | 41,809 | $6.90M | 0.28% | +19,361+86.2% | Added |
| David Loasby | 42,164 | $6.90M | 0.66% | +1,313+3.2% | Added |
| Principal Street Partners, LLC | 41,834 | $6.90M | 1.24% | −279−0.7% | Reduced |
| Strategic Wealth Designers | 42,648 | $6.95M | 0.88% | +42,648 | New |
| WESPAC Advisors SoCal, LLC | 42,151 | $6.95M | 1.75% | +11,740+38.6% | Added |
| Pallas Capital Advisors LLC | 40,848 | $6.96M | 0.31% | +2,206+5.7% | Added |
| Ar Asset Management Inc | 42,209 | $6.96M | 1.68% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 42,408 | $6.99M | 1.74% | 00.0% | Unchanged |
| Vestor Capital, LLC | 42,560 | $7.02M | 0.57% | −1,983−4.5% | Reduced |
| Allianz SE | 42,591 | $7.02M | 0.21% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 42,887 | $7.07M | 0.18% | −1,053−2.4% | Reduced |
| Intech Investment Management LLC | 43,312 | $7.14M | 0.09% | −12,666−22.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 43,323 | $7.15M | 0.66% | −1,713−3.8% | Reduced |